Client Implementation Manager

Reliance Matrix-posted 16 days ago

Full-time • Mid Level

Hybrid • Tampa, FL

1,001-5,000 employees

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The Client Implementation Manager will be responsible for developing and overseeing new client installations for the RSL portfolio of business. This includes overall accountability for the successful new case installation of employee accounts that have core Life, Disability, Absence and/or Voluntary benefits. He/she will drive the process through a combination of direct involvement, partnership with account management, and influence and coordination with internal partners Relationship Management Provide leadership and subject matter expertise to new client to ensure successful implementation, enrollment and ongoing support for assigned clients / territories. Lead new client installation calls for assigned clients/sales offices. Proactively communicate to the client to ensure appropriate setup and understanding of systems, tools and processes, including (but not limited to) billing, contracts and web tools. Identify, research and coordinate the resolution of client-level issues for new clients. Interface with IT and service teams to develop solutions to broker and client’s specific needs, and to proactively communicate/document potential issues. Coordinates training and communication strategy Liaison between client/broker/HR platform and internal resources. Develop and maintain cooperative partnerships with Administrative Office Departments and work closely to ensure effective communication with Regional Sales Staff, implementation and home (administrative) office counterparts. Lead discussions at routine client meetings with manager approval of agenda. Administrative Create and deliver new client administrative kits in an accurate and timely manner. Coordinate fulfillment, tracking, billing, and inventory process for all enrollment communication materials. Perform enrollment resource/logistical coordination for extra-territorial and multi-site clients (within and outside assigned territory when required). Data transfer setup and test plan with internal and external resources Work with marketing to ensure appropriate delivery of client materials. Collaborates with team members and management in recommending and implementing improvement opportunities. Makes decisions within guidelines and policies that impact own priorities and allocation of time to meet deadlines Expertise Understands the company and its key business drivers; uses this knowledge to guide own work Expands conceptual knowledge in own discipline and broadens capabilities and displays a wellness to share with others

Developing and overseeing new client installations
Accountability for the successful new case installation of employee accounts
Provide leadership and subject matter expertise to new client to ensure successful implementation, enrollment and ongoing support for assigned clients / territories.
Lead new client installation calls for assigned clients/sales offices.
Proactively communicate to the client to ensure appropriate setup and understanding of systems, tools and processes, including (but not limited to) billing, contracts and web tools.
Identify, research and coordinate the resolution of client-level issues for new clients.
Interface with IT and service teams to develop solutions to broker and client’s specific needs, and to proactively communicate/document potential issues.
Coordinates training and communication strategy
Liaison between client/broker/HR platform and internal resources.
Develop and maintain cooperative partnerships with Administrative Office Departments and work closely to ensure effective communication with Regional Sales Staff, implementation and home (administrative) office counterparts.
Lead discussions at routine client meetings with manager approval of agenda.
Create and deliver new client administrative kits in an accurate and timely manner.
Coordinate fulfillment, tracking, billing, and inventory process for all enrollment communication materials.
Perform enrollment resource/logistical coordination for extra-territorial and multi-site clients (within and outside assigned territory when required).
Data transfer setup and test plan with internal and external resources
Work with marketing to ensure appropriate delivery of client materials.
Collaborates with team members and management in recommending and implementing improvement opportunities.
Makes decisions within guidelines and policies that impact own priorities and allocation of time to meet deadlines
Understands the company and its key business drivers; uses this knowledge to guide own work
Expands conceptual knowledge in own discipline and broadens capabilities and displays a wellness to share with others

Bachelor’s Degree in Business, Marketing, and /or Communications is preferred.
Minimum of 3-5 years of directly related experience is required.
Superior organizational, multi-tasking, influencing and presentation skills are required.
Strong written and superior oral communication skills required
Ability to demonstrate internal diplomacy/influencing skills with sales, service and internal cross-functional areas including underwriting, claims and administration.
Professional business demeanor and the ability to work in a fast-paced, entrepreneurial capacity with minimal supervision are required.
Ability to thrive in a fast-paced environment, multi-tasking skills and the ability to work in an autonomous manner.
Proficient in Microsoft Office products and ability to master applicable systems and processes
Ability to Travel: Up to 25%

An MBA or advanced degree in a related field is preferred.

An annual performance bonus for all team members
Generous 401(k) company match that is immediately vested
A choice of three medical plans (that include prescription drug coverage) to suit your unique needs.
For High Deductible Health Plan enrollees, a company contribution to your Health Savings Account
Multiple options for dental and vision coverage
Company provided Life & Disability Insurance to ensure financial protection when you need it most
Family friendly benefits including Paid Parental Leave & Adoption Assistance
Hybrid work arrangements for eligible roles
Tuition Reimbursement and Continuing Professional Education
Paid Time Off – new hires start with at least 20 days of PTO per year in addition to nine company paid holidays. As you grow with us, your PTO may increase based on your level within the company and years of service.
Volunteer days, community partnerships, and Employee Assistance Program
Ability to connect with colleagues around the country through our Employee Resource Group program

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